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Disclosery

Diversified, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversified, LLC on IVV, newest first. How the timeline and the estimate are built.

Diversified, LLC held 87,635 IVV shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 87,635 shares
    Change vs previous 13F +2,957 shares

    5.55% of the 13F portfolio, value $50,549,406.

    13F-HR 0001172661-24-004609 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 84,678 shares
    Change vs previous 13F +4,672 shares

    5.44% of the 13F portfolio, value $46,338,135.

    13F-HR 0001172661-24-002897 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 80,006 shares
    Change vs previous 13F +27,672 shares

    5.79% of the 13F portfolio, value $42,061,641.

    13F-HR 0001172661-24-001994 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 52,334 shares
    Change vs previous 13F +11,598 shares

    5.41% of the 13F portfolio, value $24,996,114.

    13F-HR 0001172661-24-000415 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 40,736 shares
    Change vs previous 13F +1,102 shares

    4.54% of the 13F portfolio, value $17,493,084.

    13F-HR 0001172661-23-003575 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 39,634 shares
    Change vs previous 13F +1,462 shares

    4.5% of the 13F portfolio, value $17,665,292.

    13F-HR 0001172661-23-002628 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 38,172 shares
    Change vs previous 13F -4,806 shares

    5.62% of the 13F portfolio, value $15,691,755.

    13F-HR 0001172661-23-001759 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 42,978 shares
    Change vs previous 13F not available

    6.49% of the 13F portfolio, value $16,512,677.

    13F-HR 0001172661-23-000698 filed by Diversified, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).